New Planner Recruiting

Improve Your Business Today - Recruit, Train and Engage Top New Planners Today!

Podcast

Dec06Ep #207: Staying Patient When The Timing is Off For Your Dream Job with Foster Hyde

Ep #207: Staying Patient When The Timing is Off For Your Dream Job with Foster Hyde

Foster Hyde is a Senior Financial Advisor at the Welch Group based out of Alabama. He joins the show today to share his career journey, from law school to financial planning. If you're interested in learning how to navigate career pivots, overcome setbacks, and build a successful career in financial planning, this episode is for you! Listen in as Foster recounts how his dream job fell through after college, how he found another position that eventually helped him secure his ideal role, and ...

Read more +

Published on:

Nov29Ep #206: Pivoting Away from Wall Street to Help More People on Main Street with Augustus Christensen

Ep #206: Pivoting Away from Wall Street to Help More People on Main Street with Augustus Christensen

Augustus Christensen is the Founder and CEO of Scoops, and he joins the show today to share how he got into wealth management. If you're interested in the journey from finance to entrepreneurship, learning how to leverage early career experiences, or exploring ways to make financial literacy more accessible, this episode is for you! Listen in as Augustus shares his college journey, from creating and selling an app to working at the largest student-run credit union at Georgetown University. He ...

Read more +

Published on:

Nov22Ep #205: Leaving a Large RIA to Start a Small RIA with Chris Grellas

Ep #205: Leaving a Large RIA to Start a Small RIA with Chris Grellas

Chris Grellas is the co-founder of ProsperPlan Wealth, and he joins the show today to share his wild college journey that brought him into the financial planning profession. If you're interested in hearing how to navigate career pivots, balance personal challenges with professional goals, or explore transitioning from large firms to small RIAs, this episode is for you! Listen in as Chris talks about starting as a government major, then switching to business, then finance, before finding his ...

Read more +

Published on:

Nov15Ep #204: Navigating Multiple Career Changes Successfully with Kristin Harad

Ep #204: Navigating Multiple Career Changes Successfully with Kristin Harad

Have you ever wondered how to turn a career shift into a successful business? In this episode, Kristin Harad, a Business & Marketing Coach for RIA Leaders and Independent Financial Advisors, shares her journey from corporate America to becoming a Certified Financial Planner with her own firm—while balancing life as a new mom. Kristin dives into how she went from attracting clients to discovering her true passion: coaching other advisors on developing a niche and creating growth ...

Read more +

Published on:

Nov01Ep #202: Leaving a Large Asset Management Firm for a Small RIA with Azure Bradger

Ep #202: Leaving a Large Asset Management Firm for a Small RIA with Azure Bradger

Azure Bradger is an associate advisor at Clarity Financial Group based out of Fort Worth, TX. She joins the show today to share her unconventional journey into the financial planning profession, starting as a biochemistry major before landing an entry-level position at a property and casualty firm and eventually pivoting to a role with a large asset manager. If you're interested in hearing how to navigate career pivots, balance personal challenges with professional goals, or explore ...

Read more +

Published on:

Oct25Ep #201: Starting Your Own Firm After 13 Years as an Employee with Bryan Moylan

Ep #201: Starting Your Own Firm After 13 Years as an Employee with Bryan Moylan

Bryan Moylan is a financial advisor at Traverse Private Wealth Group based out of Philadelphia, PA. He joins the show today to share his journey in the financial planning profession, beginning his career at a large asset management firm after college, then changing course multiple times before ultimately starting his own firm. If you're interested in navigating career transitions in financial planning, this episode is for you! Listen in as Bryan shares why he pursued the CFP certification, as ...

Read more +

Published on:

Oct18Ep #200: The Career of Children’s Book Author and CFP with Jamie Bosse

Ep #200: The Career of Children’s Book Author and CFP with Jamie Bosse

Today we welcome Jamie Bosse, an author and a financial planner at CGN Advisors, who shares her inspiring career journey and insights into the evolving financial planning industry. Jamie reflects on her experience attending the first Dallas Fort Worth career day 20 years ago, which set her on a path of growth and opportunity. She discusses the importance of building a professional network through a grassroots approach and leveraging industry contacts as she navigated different roles across the ...

Read more +

Published on:

Oct11Ep #199: 1.5 Years into a Financial Planner Career with Zac Cravez

Ep #199: 1.5 Years into a Financial Planner Career with Zac Cravez

Zac Cravez is an Associate Financial Advisor at Edge Financial Advisors, and he joins the show today to share how his entrepreneurial father raised him with an appreciation for financial planning. If you're interested in exploring career transitions within the financial planning industry or learning how to align your career with your values, this episode is for you! Listen in as Zac shares how taking personal finance classes at 14 set the stage for his future in corporate finance and how he ...

Read more +

Published on:

Oct04Ep #198: CFP Student to Director of Financial Planning in 7 Years with Jon Duggan

Ep #198: CFP Student to Director of Financial Planning in 7 Years with Jon Duggan

Jon Duggan is the Director of Financial Planning for Procyon Partners. He joins the show today to share how he found his way to the financial planning profession, starting with an economics major before discovering financial planning and getting through the toughest parts of the curriculum. If you're interested in learning how to navigate a career change, build valuable experience without internships, or explore the tax-planning side of financial advising, this episode is for you! Listen in ...

Read more +

Published on:

Sep27Ep #197: Filling Your Marketing Funnel with Lauren Hong

Ep #197: Filling Your Marketing Funnel with Lauren Hong

Lauren Hong is the President of Out & About Communications, and she joins the show today to share how her firm helps the financial planning profession. If you're interested in learning how to enhance your firm's website, attract top talent, and build a strong personal brand as a new planner, this episode is for you! Listen in as Lauren shares insights from her career, including how client firms successfully attract and retain talent. She discusses the latest trends in firm websites—as ...

Read more +

Published on:

Sep20Ep #196: How to Become a Life Planner with George Kinder

Ep #196: How to Become a Life Planner with George Kinder

George Kinder is the founder of the Kinder Institute of Life Planning, and he joins the show today to discuss his career and how he got started in the financial planning profession. He explains his definition of life planning, addresses critics of his approach, and discusses what excites him most about the profession. If you're interested in learning how to integrate life planning into your practice or hearing from a pioneer in the field, this episode is for you! Listen in as George shares ...

Read more +

Published on:

Sep13Ep #195: Professional Musician to CFP and Entrepreneur with Cody Garrett

Ep #195: Professional Musician to CFP and Entrepreneur with Cody Garrett

Cody Garrett is the Founder of Measure Twice Financial and Measure Twice Planners. He joins the show today to share his journey from professionally trained musician, where long hours away from family led him to realize he needed financial guidance as a self-employed business owner, to financial planner. If you're interested in transitioning to financial planning from a different career, exploring the advice-only model, or learning how to balance professional success with family time, this ...

Read more +

Published on:

Follow us

  • facebook
  • twitter
  • linkedin
  • instagram
  • youtube

© 2016 - 2024 New Planner Recruiting All rights reserved. Designed by TinyFrog Technologies.

Terms and Conditions - Privacy Policy